SELECT SECTOR SPDR TR's ticker is XLV and the CUSIP is 81369Y209. A total of 1,274 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,762 | -4.9% | 1,808 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $244,754 | -4.5% | 1,844 | -6.8% | 0.01% | -11.1% |
| Q1 2023 | $256,201 | +108459.7% | 1,979 | +13.8% | 0.01% | +12.5% |
| Q4 2022 | $236 | -99.9% | 1,739 | -18.2% | 0.01% | -20.0% |
| Q3 2022 | $257,000 | -17.9% | 2,125 | -13.0% | 0.01% | -9.1% |
| Q2 2022 | $313,000 | -7.7% | 2,442 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $339,000 | -1.5% | 2,472 | +1.2% | 0.01% | +10.0% |
| Q4 2021 | $344,000 | +10.6% | 2,442 | 0.0% | 0.01% | -23.1% |
| Q3 2021 | $311,000 | +1.0% | 2,442 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $308,000 | +8.1% | 2,442 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $285,000 | +2.9% | 2,442 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $277,000 | +23.1% | 2,442 | +14.3% | 0.01% | +8.3% |
| Q3 2020 | $225,000 | +2.7% | 2,136 | -2.4% | 0.01% | 0.0% |
| Q2 2020 | $219,000 | +5.3% | 2,189 | +6.8% | 0.01% | +20.0% |
| Q4 2019 | $208,000 | -8.0% | 2,050 | -16.9% | 0.01% | -16.7% |
| Q1 2019 | $226,000 | +7.1% | 2,467 | +1.0% | 0.01% | -7.7% |
| Q4 2018 | $211,000 | -19.2% | 2,442 | -11.1% | 0.01% | -7.1% |
| Q3 2018 | $261,000 | – | 2,747 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 151,893 | $19,554,701 | 15.13% |
| Yelin Lapidot Holdings Management Ltd. | 180,426 | $22,048,386 | 13.11% |
| WestEnd Advisors, LLC | 3,340,501 | $430,055,998 | 12.93% |
| Biltmore Wealth Management, LLC | 158,153 | $20,360,570 | 9.83% |
| Granite Bay Wealth Management, LLC | 7,242,699 | $961,905 | 9.44% |
| Conservest Capital Advisors, Inc. | 556,312 | $71,619,654 | 8.64% |
| J.Safra Asset Management Corp | 455,172 | $58,598,843 | 8.54% |
| Advocacy Wealth Management Services, LLC | 559,897 | $72,081,150 | 8.02% |
| MBB PUBLIC MARKETS I LLC | 1,008,446 | $129,827,338 | 7.86% |
| CTC Alternative Strategies, Ltd. | 31,900 | $4,106,806 | 7.75% |